See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,375 | $149,040-32.0% | $120,225-15.7% | $137,256-26.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 4.55% | 605.68%-601.1pp | 439.23%-434.7pp | 220.34%-215.8pp |
| Employer contribution / active EE | $13,133 | $4,350+201.9% | $3,475+277.9% | $4,156+216.0% |
| Participant deferral / active EE | $11,277 | $4,655+142.3% | $3,999+182.0% | $6,407+76.0% |
| Admin fee / account holder | $588 | $6,348-90.7% | $5,696-89.7% | $12,270-95.2% |